October saw a continuation of high inflation prints across the world, with volatility in interest rate expectations and sell-offs in government bond markets testing the resolve of central banks who have mostly been sticking to the view that the current inflation spike will prove to be transitory.
Disclaimer
The views expressed are those of the portfolio managers as of November 2021 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
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